+361.6%
LRCX vs BLK
+66.0%
+295.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -1.2% |
| 7D | -3.1% | -3.3% | +0.2% | -0.6% |
| 30D | -8.6% | -6.5% | -2.0% | -3.8% |
| 3M | -17.7% | +6.7% | -24.4% | -22.9% |
| 6M | +36.4% | +14.7% | +21.6% | +20.4% |
| YTD | +74.5% | +2.5% | +72.0% | +68.4% |
| 1Y | +159.4% | -2.8% | +162.2% | +161.3% |
| 3Y | +361.6% | +65.9% | +295.7% | +205.2% |
| All | +361.6% | +66.0% | +295.6% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BLK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling